Dallas Grabow
Dallas Grabow is a CFP-designated registered investment advisor at LPL Financial LLC, based in Golden, CO, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1800 Jackson St Ste 100, Golden, CO, 80401-2370
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Dallas has an insurance agency since 2008 and spends about half of his time at Credit Union of Colorado. He also owns a real estate rental business and has multiple DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Aegon USA Securities INC.Broker
Robert Thomas Securities, INCBroker
Aegon USA Securities INC.Broker
Waddell & Reed, INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.